2024-04-23T16:15:04-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-07-01 260363509 VIECARE BEAVER LLC VIEC 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 JEFFREY CARRAWAY CFO 7247422246 2024-04-21 1 JEFFREY CARRAWAY 999009999 1 JENNIFER COLEMAN P00743188 3304972000 2024-04-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LIFE BEAVER AND LAWRENCE COUNTIES DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 50652287 0 X WWW.LUTHERANSENIORLIFE.ORG X 2007 PA HOME AND COMMUNITY-BASED PROGRAM OF ALL-INCLUSIVE HEALTH CARE TO SERVE THE FRAIL, LOW INCOME ELDERLY. 7 4 310 6 0 0 16613 351912 46233350 48448964 19529 1469594 195814 231591 46465306 50502061 0 0 0 0 14256111 16032346 0 0 0 30992546 32875599 45248657 48907945 1216649 1594116 43097178 50537952 8762893 14609551 34334285 35928401 X THE PROGRAM FOR ALL-INCLUSIVE CARE FOR THE ELDERLY IS A MODEL OF SENIOR CARE NATIONALLY KNOWN AS P.A.C.E. IN THE STATE OF PENNSYLVANIA, THE ACRONYM FOR THIS PROGRAM IS KNOWN AS L.I.F.E. (LIVING INDEPENDENCE FOR THE ELDERLY). LIFE IS AN INTEGRATED MODEL OF CARE DESIGNED TO ENABLE MEDICARE AND MEDICAID TO SERVE SENIORS THROUGH A SEAMLESS PROCESS OF CONTINUOUS CARE AND SERVICES. THIS PROGRAM ENABLES THE FRAIL NURSING HOME ELIGIBLE LOW INCOME INDIVIDUALS THE OPTION OF CONTINUING TO LIVE IN THE COMMUNITY.LIFE COORDINATES AND PROVIDES ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES TO ITS PARTICIPANTS THROUGH AN INTERDISCIPLINARY TEAM OF HEALTH CARE PROFESSIONALS THAT EVALUATE, ASSESS AND PROVIDE FOR THE INDIVIDUAL NEEDS OF THE PARTICIPANT AS THEY CHANGE THROUGH VARIOUS STAGES OF AGING OR MEDICAL NEED. DELIVERY OF CARE IS RENDERED THROUGH AN ADULT DAY HEALTH CENTER THAT PROVIDES AN ARRAY OF SERVICES FROM PHYSICIAN CARE TO SOCIAL STIMULATION. 0 0 40542244 48449218 LIFE (LIVING INDEPENDENCE FOR THE ELDERLY) IS A COMPREHENSIVE HEALTH CARE AND SUPPORTIVE SERVICES PROGRAM DESIGNED TO ENHANCE THE ABILITY OF OLDER ADULTS 55 YEARS OF AGE AND OLDER TO LIVE SAFELY IN THEIR HOMES AND COMMUNITIES. IT IS A CAPITATED PROGRAM, FUNDED THROUGH THE PENNSYLVANIA DEPARTMENT OF HUMAN SERVICES AND CENTERS FOR MEDICAID AND MEDICARE SERVICES. MOST LIFE PARTICIPANTS ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID AND THEREFORE RECEIVE THE PROGRAM AT NO DIRECT COST TO THEM. LIFE PROGRAMS ARE KNOWN NATIONALLY AS PACE (PROGRAM OF ALL INCLUSIVE CARE FOR THE ELDERLY). LIFE BEAVER AND LAWRENCE COUNTIES IS A PARTNERSHIP OF LUTHERAN SENIORLIFE AND HERITAGE VALLEY HEALTH SYSTEM.LIFE COORDINATES AND PROVIDES ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND POST-ACUTE CARE SERVICES TO ITS PARTICIPANTS THROUGH AN INTERDISCIPLINARY TEAM OF HEALTH CARE PROFESSIONALS THAT EVALUATE, ASSESS AND PROVIDE FOR THE INDIVIDUAL NEEDS OF THE PARTICIPANT AS THEY CHANGE THROUGH VARIOUS STAGES OF AGING OR MEDICAL NEED. BASED ON AN INDIVIDUAL'S NEED, LIFE CAN PROVIDE: COMPREHENSIVE MEDICAL CARE BY AN INTERDISCIPLINARY TEAM OF HEALTHCARE PROFESSIONALS; AN ON-CALL NURSE AND PHYSICIAN AVAILABLE 24 HOURS A DAY; ADULT DAY SERVICES; PERSONAL CARE; HOME CARE; HOUSEKEEPING AND LAUNDRY; REHABILITATION THERAPIES; TRANSPORTATION TO THE LIFE CENTER AND MEDICAL APPOINTMENTS; MEDICATIONS AND MEDICATION MANAGEMENT; MEALS; MEDICAL EQUIPMENT; AND DENTISTRY, OPTOMETRY, AND AUDIOLOGY. 40542244 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 310 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JEFFREY CARRAWAY 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 DAVID J FENOGLIETTO CHAIRMAN 1.00 49.00 X X 0 379438 39302 JEFFREY L CARRAWAY CFO 1.00 49.00 X X 0 222862 32825 NORMAN MITRY VICE CHAIRMAN 1.00 0.00 X X 0 0 0 DAVID HAMM SECRETARY 1.00 39.00 X X 0 110876 23329 LORI LANG SECRETARY 1.00 0.00 X X 0 0 0 DR KATHLEEN OSTEN DIRECTOR 1.00 0.00 X 0 0 0 CRAIG BARR DIRECTOR 1.00 0.00 X 0 0 0 MELINDA WANG MEDICAL DIRECTOR 40.00 0.00 X 168451 0 22228 STEPHANIE MILLER DIRECTOR-ADULT DAY 40.00 0.00 X 112056 0 7481 GINA M SUDOL NURSE 40.00 0.00 X 116895 0 7888 KATHERINE KE MEDICAL DIRECTOR 40.00 0.00 X 110070 0 10358 LORETTA KUNKLE CERTIFIED NURSES AIDE 40.00 0.00 X 103402 0 12450 610874 713176 155861 8 0 1 0 PHARMASTAR 228 STRAWBRIDGE DRIVE MOORESTOWN NJ 08057 MEDICATION MANAGEMENT 7022884 TABULA RASA 228 STRAWBRIDGE DRIVE MOORESTOWN NJ 08057 TECHNOLOGY - HER 564868 BEAVER COUNTY REHAB CTR INC 131 PLEASANT DRIVE ALIQUIPPA PA 15001 RENTALS 282333 3 329083 22829 351912 MEDICARE/MEDICAID REVENUE 621400 48448964 48448964 48448964 380320 380320 384101 150226 233875 233875 233875 1066719 22555 0 0 1066719 22555 1089274 1089274 MISCELEANOUS INCOME 900099 254 254 OTHER NON OPERATING REVENUES 900099 -2538 -2538 -2284 50502061 48449218 0 1700931 X 13378808 12787600 591208 152551 143317 9234 1536246 1443258 92988 964741 906346 58395 4711718 4711718 177060 177060 8447 8447 12551062 12252893 298169 29924 26188 3736 160458 147200 13258 421065 186455 234610 4406136 4042632 363504 595818 263839 331979 4272 1892 2380 53721 11915 41806 446781 37170 409611 84588 2103 82485 PHARMACY 6904623 6904623 MAINTENANCE & EQUIPMENT 1389621 860389 529232 MEDICAL 455053 201506 253547 RESIDENT 218039 217727 312 257213 105191 152022 48907945 40542244 8365701 0 1000 1000 21874129 26780597 1355 957 167131 111283 60726 79641 12356702 6591462 6121192 5765240 13570552 14918700 1301093 2880534 43097178 50537952 4288556 6220064 2671340 1023253 936854 3451084 4781293 8762893 14609551 X 34234718 35826768 99567 101633 34334285 35928401 43097178 50537952 1594116 0 X 0 1 X 1 0 X 39189 62173 18399 16613 351912 488286 44400516 45860925 46625704 46233622 48449218 231569985 44439705 45923098 46644103 46250235 48801130 232058271 0 0 0 232058271 555542 697032 847355 964686 764421 3829036 555542 697032 847355 964686 764421 3829036 41463 22979 22403 13408 -2538 97715 45036710 46643109 47513861 47228329 49563013 235985022 0.98340 0.98040 0.01620 0.01520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1100000 550000 1650000 4645749 1738476 2907273 2468251 2125809 342442 3429201 2727177 702024 163501 163501 5765240 OPERATING RESERVE ACCOUNT 14918700 F 14918700 RELATED PARTY RECEIVABLES 1909106 CASH NURSING TRUST 28246 ROU ASSETS 943182 2880534 AFFILIATE PAYABLES 4099803 FUNDS HELD FOR RESIDENTS 28282 CAPITAL LEASE 653208 4781293 50632622 130561 130561 50502061 0 50502061 49038506 130561 130561 48907945 0 48907945 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 150,226. BAD DEBT -19,665. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 150,226. BAD DEBT -19,665. X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO CHAIRMAN 0 379438 0 0 0 0 0 9186 0 30116 0 418740 0 0 JEFFREY L CARRAWAY CFO 0 222862 0 0 0 0 0 6839 0 25986 0 255687 0 0 MELINDA WANG MEDICAL DIRECTOR 168451 0 0 0 0 0 5178 0 17050 0 190679 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PROVIDED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS SHALL DISCLOSE TO THE EXECUTIVE COMMITTEE BOARD MEMBERSHIP ON, A SUBSTANTIAL FINANCIAL INTEREST IN, OR EMPLOYMENT OF THE BOARD MEMBER OR A RELATIVE OF THE BOARD MEMBER BY ANY ORGANIZATION DOING BUSINESS WITH LUTHERAN SENIORLIFE. THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER AN UNACCEPTABLE CONFLICT OF INTEREST EXISTS AND ARRANGE WITH THE MEMBER TO CEASE ANY INAPPROPRIATE ACTIVITY. MATTERS LEFT UNSETTLED AFTER REVIEW OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. MARKET BASED COMPENSATION INFORMATION IS CONDUCTED ANNUALLY FROM INFORMATION COMPILED BY EXTERNAL SOURCES. THE BOARD THEN DETERMINES THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 36,985. MANAGEMENT AND GENERAL EXPENSES 5,276. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,261. THERAPY FEES: PROGRAM SERVICE EXPENSES 1,330,109. MANAGEMENT AND GENERAL EXPENSES 189,734. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,519,843. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 723,188. MANAGEMENT AND GENERAL EXPENSES 103,159. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 826,347. HOSPITAL AND PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 10,162,611. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,162,611. LUTHERAN SENIORLIFE 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527666 TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES PA 501(C)(3) LINE 12A, I N/A 0 ST JOHN LUTHERAN CARE CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250969478 SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 PASSAVANT RETIREMENT AND HEALTH CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250986051 PROVIDER OF RESIDENTIAL, PERSONAL CARE AND SKILLED NURSING CARE TO ELDERS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LAS GERIATRIC CARE SERVICES INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251738347 PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHERAN SENIORLIFE FOUNDATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251705233 ORGANIZATION THAT PROMOTOES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATE PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 0 SAMARITAN HEALTHCARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527663 TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 255900922 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE BUTLER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 208512169 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 MARS HOLDING INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTIAL PA 501(C)(3) LINE 12A, I LUTHERAN SENIORLIFE 0 BEHOME PARTNERS 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 202932676 PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY & PRIVATE DUTY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 154 HINDMAN ROAD BUTLER PA 16001 237040715 TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 HOSPICE SERVICES INC 154 HINDMAN ROAD BUTLER PA 16001 251468529 TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VALLEY CARE ASSOCIATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251349943 TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 THE LUTHERAN SERVICE SOCIETY OF W PA 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250965419 PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE ARMSTRONG LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 463692084 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 CHIPPEWA LUTHERAN HOUSING CORP 440 LINCOLN AVENUE PITTSBURGH PA 15202 208314767 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 GIRARD LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 030596955 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 JAMESTOWN LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 208315015 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHERAN HOUSING CORP OF OIL CITY 440 LINCOLN AVENUE PITTSBURGH PA 15202 251699268 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 TITUSVILLE SENIOR HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 270115829 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 HERITAGE VALLEY HEALTH SYSTEM 1000 DUTCH RIDGE ROAD BEAVER PA 15009 251441518 SUPPORTING ORGANIZATION TO TAX-EXEMPT HOSPITALS PA 501(C)(3) LINE 12A, I N/A 0 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDER OF SENIOR HOUSING PA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0